Who Owns Calamos Dynamic Convertible and Income Fund (CCD)?Hedge Fund & Institutional Holders

$21.73-0.18 (-0.82%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$7.236281249760005e+158T

% of Float Held

1.4325499989888248e+243%

QoQ Change in Holders

+15 / -2

Price History

$19.20$20.89$22.57$24.26$25.94Aug 24Jun 25Mar 26

CCD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ABSOLUTE INVESTMENT ADVISERS, LLCNew Position+33K+$723.6M
D.A. DAVIDSON & CO.New Position+599K+$12.5M
Mutual Advisors, LLCNew Position+113K+$2.4M
TRUIST FINANCIAL CORPNew Position+109K+$2.3M
J.W. COLE ADVISORS, INC.New Position+100K+$2.1M
CoreCap Advisors, LLCNew Position+65K+$1.4M
WOLVERINE ASSET MANAGEMENT LLCNew Position+64K+$1.3M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+77K+$1.0M
Samalin Investment Counsel, LLCNew Position+41K+$859K
Boreal Capital Management LLCNew Position+0+$774K
OPPENHEIMER & CO INCNew Position+35K+$719K
WORLD EQUITY GROUP, INC.New Position+22K+$466K
Quarry LPNew Position+22K+$450K
Gilliland Jeter Wealth Management LLCNew Position+17K+$359K
Quad-Cities Investment Group, LLCNew Position+16K+$339K

CCD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
WELLS FARGO & COMPANY/MNDecreased-33K-$9.9B
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.Decreased-229K-$8.2B
BANK OF AMERICA CORP /DE/Decreased-26K-$6.9B
&PARTNERSDecreased-36K-$3.7B
LPL Financial LLCDecreased-875-$3.1B
RAYMOND JAMES FINANCIAL INCDecreased-8K-$1.9B
PMG Family Office LLCDecreased-12K-$1.4B
OSAIC HOLDINGS, INC.Decreased-8K-$1.4B
Advisors Asset Management, Inc.Closed Position-47K-$985.7M
Everstar Asset Management, LLCDecreased-370-$935.0M
Rockefeller Capital Management L.P.Decreased-2K-$666.0M
Steward Partners Investment Advisory, LLCDecreased-5K-$636.6M
Private Advisor Group, LLCDecreased-649-$542.7M
KESTRA PRIVATE WEALTH SERVICES, LLCDecreased-3K-$517.0M
Newbridge Financial Services Group, Inc.Closed Position-18K-$376.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1ABSOLUTE INVESTMENT ADVISERS, LLC33,118$723.6M0.08%Share
2D.A. DAVIDSON & CO.599,113$12.5M0.08%Share
3MORGAN STANLEY323,008$6.0M0.00%Share
4WELLS FARGO & COMPANY/MN261,161$5.0M0.00%Share
5BANK OF AMERICA CORP /DE/279,935$5.0M0.00%Share
6GUGGENHEIM CAPITAL LLC257,289$5.0M0.04%Share
7ROYAL BANK OF CANADA177,912$3.0M0.00%Share
8WELLS FARGO & COMPANY/MN178,424$3.0M0.00%Share
9LPL Financial LLC147,629$3.0M0.00%Share
10Mutual Advisors, LLC113,353$2.4M0.05%Share
11TRUIST FINANCIAL CORP108,792$2.3M0.00%Share
12UBS Group AG100,064$2.1M0.00%Share
13J.W. COLE ADVISORS, INC.99,952$2.1M0.05%Share
14&PARTNERS139,243$2.0M0.01%Share
15LANDSCAPE CAPITAL MANAGEMENT, L.L.C.83,324$1.7M0.12%Share
16CoreCap Advisors, LLC65,335$1.4M0.05%Share
17WOLVERINE ASSET MANAGEMENT LLC64,085$1.3M0.01%Share
18READYSTATE ASSET MANAGEMENT LP58,054$1.2M0.05%Share
19PMG Family Office LLC55,373$1.2M1.33%Share
20COMMONWEALTH EQUITY SERVICES, LLC77,412$1.0M0.00%Share
21AMERIPRISE FINANCIAL INC48,460$1.0M0.00%Share
22OSAIC HOLDINGS, INC.58,601$1.0M0.00%Share
23Cambridge Investment Research Advisors, Inc.65,206$1.0M0.00%Share
24LANDSCAPE CAPITAL MANAGEMENT, L.L.C.46,277$965K0.06%Share
25Everstar Asset Management, LLC44,114$920K0.49%Share
26Samalin Investment Counsel, LLC41,183$859K0.30%Share
27Boreal Capital Management LLC0$774K0.58%Share
28OPPENHEIMER & CO INC34,513$719K0.01%Share
29LANDSCAPE CAPITAL MANAGEMENT, L.L.C.30,378$633K0.04%Share
30Herold Advisors, Inc.28,999$604K0.13%Share
31WORLD EQUITY GROUP, INC.22,384$466K0.13%Share
32KESTRA PRIVATE WEALTH SERVICES, LLC21,736$453K0.01%Share
33Quarry LP21,574$450K0.07%Share
34Capital CS Group, LLC21,509$448K0.69%Share
35Gilliland Jeter Wealth Management LLC17,237$359K0.11%Share
36Quad-Cities Investment Group, LLC16,254$339K0.14%Share
37Tempus Wealth Planning, LLC13,719$286K0.07%Share
38INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC13,382$279K0.02%Share
39DAYMARK WEALTH PARTNERS, LLC13,150$274K0.01%Share
40Brookstone Capital Management11,882$247K0.00%Share
41Apeiron RIA LLC10,159$228K0.05%Share
42COMERICA BANK7,540$157K0.00%Share
43UBS Group AG3,500$73K0.00%Share
44Triumph Capital Management2,620$54K0.01%Share
45Farther Finance Advisors, LLC2,460$51K0.00%Share
46EverSource Wealth Advisors, LLC2,000$41K0.00%Share
47Westside Investment Management, Inc.1,667$34K0.01%Share
48VALLEY WEALTH MANAGERS, INC.1,500$31K0.00%Share
49Sound Income Strategies, LLC1,213$27K0.00%Share
50Allworth Financial LP1,000$20K0.00%Share

CCD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202572$797.6M+23
Q3 202549$64.1B-7
Q2 202556$68.8B-8
Q1 202564$83.7B+4
Q4 202460$4.7T+9
Q3 202451$62.2T+7
Q2 202444$54.6T+4
Q1 202440$52.5T—

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As of Q4 2025, 50 institutional investors hold CCD (Calamos Dynamic Convertible and Income Fund). The largest holder is ABSOLUTE INVESTMENT ADVISERS, LLC with $723.6M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own CCD?

As of Q4 2025, 50 institutional investors report holding CCD (Calamos Dynamic Convertible and Income Fund) in their 13F filings.

Who is the largest institutional holder of CCD?

The largest institutional holder of CCD is ABSOLUTE INVESTMENT ADVISERS, LLC with $723.6M in shares.

Is institutional ownership of CCD increasing or decreasing?

This quarter, 15 institutions opened new positions in CCD and 2 closed their positions.